ANGELES WEALTH MANAGEMENT, LLC Q2 2024 Filing
Filed August 7, 2024
Portfolio Value
$1.1T
Holdings
305
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (305 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MGKVANGUARD WORLD FD | 454,071 | $142.7B | 13.39% | |
| 2 | VTVANGUARD INTL EQUITY INDEX F | 1,124,393 | $126.6B | 11.89% | |
| 3 | SPYVSPDR SER TR | 1,572,352 | $76.6B | 7.19% | |
| 4 | VOOVANGUARD INDEX FDS | 133,236 | $66.6B | 6.25% | |
| 5 | VXUSVANGUARD STAR FDS | 1,046,014 | $63.1B | 5.92% | |
| 6 | SUBISHARES TR | 515,194 | $53.9B | 5.06% | |
| 7 | SCHGSCHWAB STRATEGIC TR | 395,025 | $39.8B | 3.74% | |
| 8 | MSFTMICROSOFT CORP | 75,863 | $33.9B | 3.18% | |
| 9 | VTVVANGUARD INDEX FDS | 173,868 | $27.9B | 2.62% | |
| 10 | VGKVANGUARD INTL EQUITY INDEX F | 381,040 | $25.4B | 2.39% | |
| 11 | AAPLAPPLE INC | 119,751 | $25.2B | 2.37% | |
| 12 | SPYSPDR S&P 500 ETF TR | 44,490 | $24.2B | 2.27% | |
| 13 | ARESARES MANAGEMENT CORPORATION | 173,540 | $23.1B | 2.17% | |
| 14 | SJNKSPDR SER TR | 748,391 | $18.7B | 1.75% | |
| 15 | URTHISHARES INC | 120,427 | $17.8B | 1.67% | |
| 16 | EWJISHARES INC | 242,861 | $16.6B | 1.56% | |
| 17 | BKLNINVESCO EXCH TRADED FD TR II | 761,801 | $16.0B | 1.50% | |
| 18 | SHYISHARES TR | 185,356 | $15.1B | 1.42% | |
| 19 | IXUSISHARES TR | 201,418 | $13.6B | 1.28% | |
| 20 | VTIVANGUARD INDEX FDS | 44,697 | $12.0B | 1.12% | |
| 21 | NVDANVIDIA CORPORATION | 85,297 | $10.5B | 0.99% | |
| 22 | AMZNAMAZON COM INC | 46,082 | $8.9B | 0.84% | |
| 23 | PFFISHARES TR | 242,150 | $7.6B | 0.72% | |
| 24 | VUGVANGUARD INDEX FDS | 19,769 | $7.4B | 0.69% | |
| 25 | COSTCOSTCO WHSL CORP NEW | 8,184 | $7.0B | 0.65% | |
| 26 | VGSHVANGUARD SCOTTSDALE FDS | 115,860 | $6.7B | 0.63% | |
| 27 | GOOGALPHABET INC | 34,775 | $6.4B | 0.60% | |
| 28 | GOOGLALPHABET INC | 27,905 | $5.1B | 0.48% | |
| 29 | BACBANK AMERICA CORP | 126,656 | $5.0B | 0.47% | |
| 30 | METAMETA PLATFORMS INC | 8,195 | $4.1B | 0.39% | |
| 31 | LLYELI LILLY & CO | 4,407 | $4.0B | 0.37% | |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 9,783 | $4.0B | 0.37% | |
| 33 | HDHOME DEPOT INC | 11,427 | $3.9B | 0.37% | |
| 34 | SHWSHERWIN WILLIAMS CO | 11,925 | $3.6B | 0.33% | |
| 35 | MRKMERCK & CO INC | 27,412 | $3.4B | 0.32% | |
| 36 | VVISA INC | 11,784 | $3.1B | 0.29% | |
| 37 | JPMJPMORGAN CHASE & CO. | 14,083 | $2.8B | 0.27% | |
| 38 | XOMEXXON MOBIL CORP | 22,619 | $2.6B | 0.24% | |
| 39 | CLCOLGATE PALMOLIVE CO | 25,929 | $2.5B | 0.24% | |
| 40 | DFUVDIMENSIONAL ETF TRUST | 61,448 | $2.4B | 0.23% | |
| 41 | MAMASTERCARD INCORPORATED | 5,219 | $2.3B | 0.22% | |
| 42 | PEPPEPSICO INC | 13,495 | $2.2B | 0.21% | |
| 43 | IWFISHARES TR | 5,932 | $2.2B | 0.20% | |
| 44 | TMOTHERMO FISHER SCIENTIFIC INC | 3,902 | $2.2B | 0.20% | |
| 45 | ABBVABBVIE INC | 12,560 | $2.2B | 0.20% | |
| 46 | IVVISHARES TR | 3,924 | $2.1B | 0.20% | |
| 47 | ISRGINTUITIVE SURGICAL INC | 4,728 | $2.1B | 0.20% | |
| 48 | NVONOVO-NORDISK A S | 14,123 | $2.0B | 0.19% | |
| 49 | JNJJOHNSON & JOHNSON | 12,960 | $1.9B | 0.18% | |
| 50 | AMBPARDAGH METAL PACKAGING S A | 485,135 | $1.6B | 0.15% | |
| 51 | MCOMOODYS CORP | 3,871 | $1.6B | 0.15% | |
| 52 | PWRQUANTA SVCS INC | 5,926 | $1.5B | 0.14% | |
| 53 | CITCINTAS CORP | 2,121 | $1.5B | 0.14% | |
| 54 | NFLXNETFLIX INC | 2,177 | $1.5B | 0.14% | |
| 55 | AVGOBROADCOM INC | 900 | $1.4B | 0.14% | |
| 56 | TSLATESLA INC | 7,288 | $1.4B | 0.14% | |
| 57 | UNPUNION PAC CORP | 6,256 | $1.4B | 0.13% | |
| 58 | BXBLACKSTONE INC | 11,417 | $1.4B | 0.13% | |
| 59 | FNDXSCHWAB STRATEGIC TR | 20,716 | $1.4B | 0.13% | |
| 60 | VIGVANGUARD SPECIALIZED FUNDS | 7,585 | $1.4B | 0.13% | |
| 61 | AVUSAMERICAN CENTY ETF TR | 14,976 | $1.4B | 0.13% | |
| 62 | UNHUNITEDHEALTH GROUP INC | 2,606 | $1.3B | 0.12% | |
| 63 | QCOMQUALCOMM INC | 6,314 | $1.3B | 0.12% | |
| 64 | ACWVISHARES INC | 11,657 | $1.2B | 0.11% | |
| 65 | CVXCHEVRON CORP NEW | 7,544 | $1.2B | 0.11% | |
| 66 | CPNGCOUPANG INC | 54,604 | $1.1B | 0.11% | |
| 67 | NKENIKE INC | 14,955 | $1.1B | 0.11% | |
| 68 | ABTABBOTT LABS | 10,176 | $1.1B | 0.10% | |
| 69 | LINLINDE PLC | 2,347 | $1.0B | 0.10% | |
| 70 | ADBEADOBE INC | 1,818 | $1.0B | 0.09% | |
| 71 | EVREVERCORE INC | 4,800 | $1.0B | 0.09% | |
| 72 | PGPROCTER AND GAMBLE CO | 6,047 | $997.3M | 0.09% | |
| 73 | DHRDANAHER CORPORATION | 3,985 | $995.7M | 0.09% | |
| 74 | FFORD MTR CO DEL | 79,229 | $993.5M | 0.09% | |
| 75 | NOWSERVICENOW INC | 1,248 | $981.8M | 0.09% | |
| 76 | RSGREPUBLIC SVCS INC | 4,859 | $944.3M | 0.09% | |
| 77 | XLESELECT SECTOR SPDR TR | 10,305 | $939.3M | 0.09% | |
| 78 | MSIMOTOROLA SOLUTIONS INC | 2,382 | $919.6M | 0.09% | |
| 79 | IDEVISHARES TR | 13,983 | $917.8M | 0.09% | |
| 80 | DISDISNEY WALT CO | 9,119 | $905.4M | 0.08% | |
| 81 | EFVISHARES TR | 16,964 | $899.8M | 0.08% | |
| 82 | COPCONOCOPHILLIPS | 7,820 | $894.5M | 0.08% | |
| 83 | WFCWELLS FARGO CO NEW | 15,009 | $891.4M | 0.08% | |
| 84 | CRMSALESFORCE INC | 3,393 | $872.3M | 0.08% | |
| 85 | DFICDIMENSIONAL ETF TRUST | 32,750 | $861.0M | 0.08% | |
| 86 | RTXRTX CORPORATION | 8,563 | $859.6M | 0.08% | |
| 87 | IWMISHARES TR | 4,181 | $848.3M | 0.08% | |
| 88 | MDUMDU RES GROUP INC | 33,481 | $840.4M | 0.08% | |
| 89 | KOCOCA COLA CO | 13,159 | $837.6M | 0.08% | |
| 90 | PGRPROGRESSIVE CORP | 3,987 | $828.1M | 0.08% | |
| 91 | WMTWALMART INC | 12,173 | $824.2M | 0.08% | |
| 92 | ACNACCENTURE PLC IRELAND | 2,632 | $798.6M | 0.07% | |
| 93 | MCDMCDONALDS CORP | 3,005 | $765.8M | 0.07% | |
| 94 | NDQINVESCO QQQ TR | 1,597 | $765.3M | 0.07% | |
| 95 | ADIANALOG DEVICES INC | 3,311 | $755.8M | 0.07% | |
| 96 | DUHPDIMENSIONAL ETF TRUST | 23,433 | $749.6M | 0.07% | |
| 97 | PAGPPLAINS GP HLDGS L P | 39,649 | $746.2M | 0.07% | |
| 98 | BKNGBOOKING HOLDINGS INC | 188 | $744.8M | 0.07% | |
| 99 | LOWLOWES COS INC | 3,375 | $744.1M | 0.07% | |
| 100 | TJXTJX COS INC NEW | 6,602 | $726.9M | 0.07% |
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